Plan Snapshot
- Plan Sponsor: The Canterbury School, INC.
- Sponsor EIN: 591058089
- Sponsor Address: 8141 COLLEGE PARKWAY, FORT MYERS, FL, 33919
- Plan Type: 403(b)
- Total Participants: 213
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 213 | $17.0M | $754,825 | $713,548 |
| 2023 | 197 | $14.8M | $771,211 | $613,817 |
| 2022 | 204 | $14.3M | $625,713 | $544,612 |
| 2021 | 112 | $17.9M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HILL BARTH & KING | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HILL BARTH & KING — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $50,964 | — | $23,788 | — | — |
| 2023 | $114,202 | — | $24,299 | $59,050 | — |
| 2022 | $27,884 | $737 | $27,147 | — | — |
| 2021 | $77,219 | $25,542 | $30,341 | — | — |